Estate Planning Specialist

3 days ago


Minneapolis, Minnesota, United States ADAMS & MARTIN GROUP Full time

Job Summary

Adams & Martin Group seeks a Trusts and Estates Attorney to provide legal guidance on trusts, estates, and wealth management. The ideal candidate will have in-depth knowledge of estate planning, probate law, tax law, and fiduciary duties.

Key Responsibilities

• Draft and review estate planning documents, including wills, trusts, and powers of attorney.

• Advise clients on estate planning strategies, tax minimization, and asset protection.

• Represent clients in probate proceedings, including filing petitions and managing estates.

• Provide tax planning and compliance guidance, including federal and state tax issues.

• Collaborate with clients and accountants to minimize tax liabilities and ensure compliance with tax regulations.

Requirements

• Licensed to practice law in MN

• Strong knowledge of estate planning, probate law, tax law, and fiduciary duties

Equal Employment Opportunity

Adams & Martin Group is an equal opportunity employer and considers all qualified applicants without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status.



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